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Portfolio (Quarterly) Guide ↗

Synergy Investment Management, LLC

· CIK 0002053786
13F Portfolio $413M AUM 1,642 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 293 New 440 Added 145 Reduced 118 Exited
Page 3 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XMHQ INVESCO S&P 1,806.0 $204K 0.05% -381.0 -17.4% $112.86 +5.6%
42 GLW Corning Inc Technology 776.0 $198K 0.05% -13.0 -1.6% $255.09 -40.6%
43 VB VANGUARD SMALL 625.0 $189K 0.05% -53.0 -7.8% $303.01 +0.1%
44 DEM WISDOMTREE EMERGING 3,386.0 $182K 0.04% -3K -44.3% $53.79 +2.8%
45 SCHF SCHWAB INTL 6,171.0 $171K 0.04% -1K -14.7% $27.70 +2.3%
46 RCL ROYAL CARIBBEAN Consumer Cyclical 467.0 $149K 0.04% -64.0 -12.1% $318.43 -9.6%
47 ILCB ISHARES MORNINGSTAR 1,425.0 $148K 0.04% -8.0 -0.6% $103.65 +2.9%
48 OEF ISHARES S&P 393.0 $144K 0.04% -457.0 -53.8% $365.63 +3.8%
49 TMAT NORTHERN LTS FD TR IV 4,465.0 $140K 0.03% -63.0 -1.4% $31.43 -6.4%
50 IGRO ISHARES INTL 1,493.0 $131K 0.03% -238.0 -13.8% $87.90 +4.9%
51 IUSG ISHARES S&P 695.0 $131K 0.03% -307.0 -30.6% $188.04 +1.9%
52 IYY ISHARES DOW 700.0 $128K 0.03% -450.0 -39.1% $182.28 +2.8%
53 NTSX WISDOMTREE U S 2,121.0 $125K 0.03% -498.0 -19.0% $59.06 +2.0%
54 PANW Palo Alto Networks Inc Technology 373.0 $123K 0.03% -40.0 -9.7% $330.86 +14.2%
55 AVUV AVANTIS U S 941.0 $117K 0.03% -693.0 -42.4% $124.77 +0.2%
56 QLTA ISHARES AAA 2,431.0 $116K 0.03% -4K -61.9% $47.51 -1.7%
57 SLYG STATE STREET 960.0 $114K 0.03% -758.0 -44.1% $119.15 -3.4%
58 AFL AFLAC INC Financial Services 918.0 $108K 0.03% -155.0 -14.4% $118.03 -1.4%
59 XLF STATE STREET 1,999.0 $107K 0.03% -3K -57.2% $53.61 +7.8%
60 ITOT ISHARES CORE 612.0 $100K 0.02% -112.0 -15.5% $164.18 +2.6%
Page 3 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 21.6%
Consumer Cyclical 12.2%
Healthcare 9.1%
Industrials 7.4%
Communication Services 7.1%
Consumer Defensive 3.9%
Utilities 2.0%
Energy 2.0%
Real Estate 1.1%